MGB Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$161K Hold
2025
Q1
$131K Hold
2024
Q4
$148K Hold
2024
Q3
$143K Hold
2024
Q2
$148K Buy
2024
Q1
$80.2K Hold
2023
Q4
$74.1K Buy